Today, we launch our new purpose: "to help more people invest their money well, so they can live well". Developed using a great deal of input from our clients and colleagues, it supports our growth strategy as one firm, and it's at the heart of everything we do — planning and investing for our clients' long-term success, and to the standards they expect. Learn more at www.rathbones.com. #InvestWellLiveWell
Rathbones
Financial Services
London, England 42,979 followers
Invest Well. Live Well.
About us
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. In business since 1742. A FTSE 250 listed company. Managing more than £109.2* billion for our clients. 15 offices throughout the UK and Jersey. *Funds under management at 31 December 2024
- Website
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https://www.rathbones.com
External link for Rathbones
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- London, England
- Type
- Public Company
- Specialties
- Discretionary investment management, charity investment management, ethical investment management (Rathbone Greenbank Investments), services for financial advisers, SIPPs, tax planning, inheritance tax, Unit trusts (Rathbone Unit Trust Management), and personal injury and Court of Protection
Locations
Employees at Rathbones
Updates
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Gone with the wind is the latest episode from The Sharpe End, the monthly podcast from our multi-asset investing team. Tune in at https://lnkd.in/eydBU82R or wherever you get your podcasts. Investor focus is on the Fed and the shifting interest rate landscape. David Coombs, Will McIntosh-Whyte, and Rahab Paracha, CFA share their insights on the move from tech to cyclical stocks. They also discuss ongoing energy challenges – from US wind projects to Europe’s renewable grid hurdles – and reveal how they’re navigating exposure across core and sustainable portfolios. Plus, hear an update on Motorola Solutions, a US company specializing in public safety and emergency response, recently added to the core funds. The Sharpe End lets you be a fly on the wall for frank and informal conversations the team are having on the desk about recent events and how they impact their funds. The podcast is suitable for retail and professional investors. #RathbonesAssetManagement #RathbonesMultiAsset #Investments #Podcast
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📉 📈 What are the secrets of successful long-term investing? One is to filter out the constant barrage of information, misinformation and downright propaganda of the modern world. Despite the global sense of anxiety this creates, risk assets such as equities are hitting all-time highs. More in our Weekly Digest 👉 https://lnkd.in/eVgnpQcs #investing #riskassets #equities
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Our figure of the month is 24.3% – the rise in the price of beef and veal in the 12 months to July. At its August meeting, the Bank of England cited concerns about food price inflation. The overall price of food and non-alcoholic drinks is up 4.5%. This could limit its ability to cut rates much further. Rathbones’ Investment Insights has more numbers and analysis at https://lnkd.in/eYGZyYFx
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We’re excited to announce that our new Model Portfolio Service (MPS) for financial advisers is now available on a wide range of leading adviser platforms. We've designed this service for advisers who want to reduce the time and oversight involved in managing client portfolios; need a cost effective, actively managed MPS that sits on platform and are looking to demonstrate value and alignment with consumer duty. 👉 Find out more via the link in the comments. For professional financial advisers only. Financial advisers can contact us at IFAservices@rathbones.com to learn more. #ModelPortfolioService #FinancialAdvisers
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Only a few weeks left to register for the next Rathbones Charity Expert Series webinar, where we'll explore how charities can report impact in a way that’s meaningful, proportionate and mission-aligned. As expectations around transparency and effectiveness grow, charities are under increasing pressure to demonstrate the impact of their work - not just to funders and stakeholders, but to the communities they serve and society at large. But impact reporting can often feel complex, inconsistent and time-consuming. Register now for the next live webinar in our Charity Expert Series, where we’ll be joined by host Olivia Marlow, CFA, Investment Director at Rathbones, and speaker Lydia Levy, Director of Impact and Evaluation at Access - The Foundation for Social Investment, as we explore how charities can navigate impact reporting with confidence and clarity. Date: Monday 6 October Time: 12.00pm – 1.00pm We’ll cover: • Balancing storytelling with data • The role of funders in shaping reporting expectations • Practical steps to embed impact thinking across strategy and operations • How responsible investors are thinking about impact, and why it matters to charities with investable assets 👉 Register at https://lnkd.in/dGfd4FPr #Charity #ImpactReporting #CharityWebinar #CharityExpertSeries
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The golden age of UK property investment is over, we conclude in Rathbones’ Investment Insights. Blame slower wage growth, higher mortgage rates and taxes, more homebuilding. Since 2016, stock markets have performed much better. Read in full at https://lnkd.in/eYuMFttC #propertyinvestment #stockmarkets
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As part of our celebrations for National Inclusion Week, we hosted an inspirational talk with the best-selling author and journalist, Matthew Syed. After an introduction by our Head of Diversity & Inclusion, Xanic Jones, Matthew dove straight into his fascinating insights on mindset and high performance. He emphasised the importance of diverse viewpoints in the workplace and moving from a fixed to a growth mindset to unlock potential and optimise performance. 💬 Matthew said: “What has amazed me is how much we have got the capacity to grow and improve. What the growth mindset gives you is the capacity to be the best you can be, to reach the summit of your potential.” #NationalInclusionWeek #WorkplaceInclusion Inclusive Employers
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Huge congratulations to our colleagues at Greenbank Investments! 👏
We’re delighted to be the winners of the 'Best Sustainable Investment Wealth Manager/DFM Group' of the Year at the Investment Week 2025 Sustainable Investment Awards! This reflects our deep commitment to sustainability at every stage of the investment process - from asset allocation and security selection to portfolio construction. It was an honour to also be shortlisted in two other categories: 🌿 Best Sustainable Investment Research Team – Greenbank ESI Research Team 🌿 Outstanding Contribution to the Sustainable Investment Industry – Nicola Day A huge congratulations to all nominees and winners — and a special shoutout to our colleagues at Rathbones, who were shortlisted for: ✨ Rising Star Sustainable Investment Champion of the Year – Emmanouil Makrygiannakis, CFA ✨Best Sustainable Investment Engagement Group Initiative – Votes Against Slavery It was a fantastic evening celebrating the innovation, impact, and leadership that are shaping the future of sustainable investing. #SIA25 #sustainableinvestments
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📢 Applications for our Graduate Academy are now open! 📢 Are you looking to kick-start your graduate career in wealth or asset management? Come and join our friendly and dynamic team at Rathbones, in various locations across the UK. Our 2-year graduate programme offers an exciting combination of placements, projects, mentorship and qualifications to give you the skills and experience to steer your career wherever you want to go. Don’t miss this opportunity to start your career with us. Applications close on 16 October 2025. 👉 Apply here: https://lnkd.in/eb8jrRXc #Rathbones #graduatecareers
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